Weyerhaeuser rises 3.0% after third-quarter earnings beat and upbeat Timberlands results

What happened

Weyerhaeuser (WY) rose 3.0% on October 30, 2026, because it reported third-quarter results that beat estimates and showed strength in its Timberlands segment. The company published its earnings release and related materials on its investor website and held an earnings call on October 30, 2026, featuring senior management and analysts. Media outlets including Seeking Alpha and Zacks Investment Research reported the results.

How big was the move

The stock closed at $20.35, and its change on the day was that it rose 3.0%. Trading volume was 1.4 times its 20-day average, and the session’s move was 1.8 times a typical daily move for this stock. Weyerhaeuser’s change over the last five sessions was that it rose 4.4%, while the S&P 500 on the day fell 1.8% and the Real Estate sector median on the day fell 0.8%. Compared with its sector, the stock was 3.8 percentage points better than the sector median. The stock opened 1.1% above the previous close.

The technical picture

The stock traded 5.8% above its 20-day moving average but remained 2.5% below its 50-day moving average and 14.0% below its 200-day moving average. The 50-day average is below the 200-day average, a sign of a weak longer-term trend. The Relative Strength Index (14 days) is 56, in a neutral range between 30 and 70. The stock is 26.7% below the 52-week high. Over one month the stock rose 9.5%, over three months it fell 19.3%, and over one year it fell 12.3%, which is 22.3 percentage points behind the S&P 500. Volatility is 27% annualized over 60 days, higher than 54% of its own readings over five years, and the beta is 0.53, indicating the stock tends to move less than the market.

Fundamentals and valuation

For the four quarters through September 30, 2026, Weyerhaeuser reported revenue of $7.00 billion, a decline of 1.7% from a year earlier. Diluted earnings per share were $0.63, a rise of 40.0% from a year earlier. Gross margin was 13.1% (a year earlier: 17.1%) and operating margin was 7.9% (a year earlier: 8.7%). Free-cash-flow margin was 0.1% and return on invested capital was 3.7%. The balance sheet shows net debt of 4.4 times EBITDA.

Valuation metrics show a price to trailing earnings of 32.3 times trailing earnings, a reading that is higher than 52% of its own readings over the past five years, with a five-year median of 32.3 times earnings. Price to forward earnings is 70.8 times expected earnings and free-cash-flow yield is 0.1%. PromtFinance scores rank the company within its sector with Value 47 (Neutral), Growth 25 (Very weak), Quality 23 (Very weak), Momentum 29 (Very weak), Revisions 98 (Exceptional) and Stability 48 (Neutral). The contrast — strong analyst revisions but weak growth and cash-flow metrics — frames the stock as one where sentiment is driving part of the valuation.

Earnings and analyst expectations

Weyerhaeuser’s last report, on October 29, 2026, showed earnings per share of $0.08 against $0.04 expected, 128.3% above estimates. The company said revenue also topped estimates and adjusted EBITDA rose year-over-year, led by strength in its Timberlands segment while Wood Products margins and the fourth-quarter outlook present challenges. The firm has now beaten estimates for six consecutive quarters, with an average surprise over the last four reports of 78.4% above estimates. Typical two-day reaction after recent reports was that the stock rose 0.3%.

The consensus price target among analysts is $28.33, which is 39.2% above the closing price. Twenty-five analysts cover the stock, with 56% assigning a Share rating of Buy or Strong Buy and the consensus rating at Buy. The next report is scheduled for January 28, 2027.

What to watch

• January 28, 2027: next scheduled earnings report.
• The fourth-quarter outlook comments from management provided on October 30, 2026, particularly regarding Wood Products margins.
• Trends in Timberlands results and adjusted EBITDA, which management cited as a driver of year-over-year improvement.
• The company’s net debt of 4.4 times EBITDA and how leverage affects free-cash-flow margin of 0.1%.
• Analyst revisions and the consensus price target of $28.33.